Considerations

When managing joint checks with Procore's Invoice Management tools and Procore Pay, keep these points in mind:

  • To issue a joint check:

    • Always issue joint checks outside of Procore Pay. Payors typically issue a handwritten paper check or cut a joint check with an integrated ERP system.

  • To help Payments Admins and Disbursers prevent overpayment when using Procore Pay to pay subcontractor invoices, your team must:

    • Enable the joint check tracking settings on commitments and subcontractor invoices.

    • Ensure all joint check payments are logged in the appropriate commitment's Payments Issued tab before authorizing a disbursement for payment processing.

  • For payors using an integrated ERP System to issue joint checks: Show/Hide

    • Always ensure that any ERP bill payments have been synced to the Payments Issued tab in the Commitments tool before authorizing a disbursement for payment processing.

    • To learn which Procore-built ERP Integrations sync data with the Commitments tool, see Procore Pay and ERP: Detailed Data Mapping.

Roles and Permissions

Tracking and managing joint checks with Procore's Invoice Management tools and Procore Pay requires specific roles and user permissions. To learn more, look for the task to perform in Procore Pay Permissions.

Overview
Key Features